Ray Dalio Bridgewater Associates
AUM
$25.5B
1-Year Est. Return
29.73%
Ray Dalio is the founder of Bridgewater Associates, one of the world’s largest hedge funds, known for its unique “principles-based” culture and systematic investment approach. Dalio’s investment philosophy emphasizes diversified portfolios, risk parity, and the importance of understanding economic cycles in shaping investment decisions. He has authored several books, including “Principles: Life & Work,” in which he details his management philosophies, personal experiences, and life lessons.
1 Year Est. Return
+29.73%
AUM
$25.5B
AUM Growth
+$736M
(+3%)
Holding
1,078
Top Buys
| 1 | +$1.16B | |
| 2 | +$244M | |
| 3 | +$188M | |
| 4 |
Workday
WDAY
|
+$142M |
| 5 |
Reddit
RDDT
|
+$142M |
Top Sells
| 1 | +$1.06B | |
| 2 | +$881M | |
| 3 | +$716M | |
| 4 |
SPDR Gold Trust
GLD
|
+$337M |
| 5 |
Microsoft
MSFT
|
+$320M |
Sector Composition
| 1 | Technology | 28.56% |
| 2 | Financials | 12.71% |
| 3 | Consumer Discretionary | 8.79% |
| 4 | Healthcare | 7.77% |
| 5 | Communication Services | 7.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Amphenol
APH
$171B
| $91M | 0.36% |
+735,263
|
|
||
52
CVS Health
CVS
$96B
| $90M | 0.35% |
1,193,144
+356,556
|
|
||
53
Hartford Financial Services
HIG
$36.1B
| $89.8M | 0.35% |
673,174
-29,751
|
|
||
54
Qualcomm
QCOM
$187B
| $88.3M | 0.35% |
531,040
-232,706
|
|
||
55
Apple
AAPL
$4.12T
| $87.8M | 0.34% |
344,756
-12,056
|
|
||
56
ASML
ASML
$427B
| $87.3M | 0.34% |
90,200
+78,789
|
|
||
57
DoorDash
DASH
$97B
| $84.9M | 0.33% |
312,161
-405,921
|
|
||
58
Fortinet
FTNT
$64.6B
| $82.4M | 0.32% |
980,347
-2,193,817
|
|
||
59
EQT Corp
EQT
$37.9B
| $82M | 0.32% |
1,506,494
+719,338
|
|
||
60
VeriSign
VRSN
$23.1B
| $80.9M | 0.32% |
289,239
+57,518
|
|
||
61
Shell
SHEL
$209B
| $80.1M | 0.31% |
1,119,305
-183,164
|
|
||
62
Vale
VALE
$55.1B
| $79.7M | 0.31% |
7,339,531
+3,558,127
|
|
||
63
iShares Core MSCI Emerging Markets ETF
IEMG
$118B
| $76.5M | 0.3% |
1,161,001
-16,022,308
|
|
||
64
Match Group
MTCH
$8.15B
| $72M | 0.28% |
2,038,086
+251,150
|
|
||
65
GoDaddy
GDDY
$17.4B
| $70.4M | 0.28% |
514,238
+107,706
|
|
||
66
LPL Financial
LPLA
$29.7B
| $69.4M | 0.27% |
208,744
+16,089
|
|
||
67
Intuit
INTU
$187B
| $66.5M | 0.26% |
97,447
+38,609
|
|
||
68
Vistra
VST
$56.6B
| $66.3M | 0.26% |
338,335
-479,279
|
|
||
69
Emcor
EME
$27.9B
| $66M | 0.26% |
101,653
-106,759
|
|
||
|
TLN
70
Talen Energy Corp
TLN
$16.2B
| $63.2M | 0.25% |
148,669
-4,328
|
|
||
71
Jabil
JBL
$23.5B
| $62.6M | 0.25% |
288,182
+222,587
|
|
||
72
Mercado Libre
MELI
$105B
| $61.9M | 0.24% |
26,486
+24,506
|
|
||
73
Omnicom Group
OMC
$23.3B
| $61.8M | 0.24% |
757,445
+286,639
|
|
||
74
Dynatrace
DT
$13.4B
| $60.9M | 0.24% |
1,256,083
+716,273
|
|
||
75
GSK
GSK
$97.7B
| $60.5M | 0.24% |
1,401,755
+57,713
|
|